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Retirement Planning

Estate Planning

Investment Management

ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

Thomas A. Trax, CEP

Registered Principal, CEP

619-462-3400

thomas.trax@lpl.com

Barbara Draper

Office Manager

619-462-3400

bj.draper@lpl.com

Ixy Beltran

Registered Administrative Assistant

619-462-3400

ixchel.beltran@lpl.com

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2020 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Key Financial Data 2020

Financial Data review of 2020

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LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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Outlook 2020

Bringing markets into focus

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.